Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 6,774 | +Inf | 03-31-2024 | |
SIGNATUREFD LLC | COM | 402 | $178,661 | 6,566 | 0.00 | 0.00 | 2,680 | 68.97 | 03-31-2024 |
WEST FINANCIAL ADVISORS LLC | COM | 403 | $172,294 | 6,332 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NISA INVESTMENT ADVISORS LLC | XXX | 404 | $149,753 | 4,870 | 0.00 | 0.00 | 2,430 | 99.59 | 12-31-2023 |